My scenario is:

We received enquiries from various customers that we have an Enquiries form for, we then work on these enquiries and quote them back to the customers and then when we receive a purchase order for an enquiry that we have quoted we will have an Order. The fields in the Enquiry form include:

Our Ref (a unique reference that we give each enquiry - we use the ref A-**** so have to use a separate field as Auto Number only allows numbers)

Customer Name

Customer Ref

Description

Date Quoted

Currency (Drop down field)

Value

Margin

Keywords (Multi Line Field - We add one keyword per line such as part numbers, manufacturer names etc so that the records are searchable)

Once we receive a Purchase Order for a specific Enquiry that we have quoted, we would like for this information to be copied over to the Order form.

Ideally we would like to insert a button "Create Order" into the Enquiry form which then automatically transfers the data from the above mentioned fields into the Order form. Though I am not sure how possible this is using Zoho.

If not it would be good to have in the Order form the field Our Ref. which is linked to the enquiry, so that when a reference is typed into the Order form which is the same as the Enquiries form, all the other Order form fields are populated with the data from the corresponding fields in the Enquiries form.

One thing I have seen is the Fetch Data field, however it only appears to be available as a drop down field. As we are quoting hundreds of enquiries annually, this would mean that we are going to have to scroll down to find the right reference, where as typing it would be much easier.

Any help on the above is greatly appreciated.

Thanks